highly experienced Distribution Sales Manager: TIED FINANCIAL ADVISORY SERVICES with vast product experience optimizing resources and assets being managed to deliver on the Tied Financial Advisory Services strategy to and propose annual business plans for the Tied Financial Advisory Services ensuring alignment with strategy lines and Commercial Lines channels. Recommend financial and headcount budgets; propose business targets and External) Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns
opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately predefined package of benefits. Job Objectives: To manage the long-term relationship between LibertyWork Technical Skills: Awareness of the industry and financial standings. Good understanding of the current market understanding of the financial industry in order to provide fit solutions based on a client’s financial needs. Experience: engage with others in a skillful manner. Able to manage conflict effectively and while being assertive
Description:
Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South South Africa with a comprehensive range of financial service solutions to facilitate their long term is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng of office space and full infrastructure for financial advisors
is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng Provision of office space and full infrastructure for financial advisors
ü Full suite of administration advice support
ü Assistance with practice management
ü Training support, i.e. technical and long-term relationships with clients
ü Financial planning for clients
ü Focus on identifying identifying client needs and then offer suitable financial solutions
ü Provide excellent service orientation
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
We are looking Financial Advisors in the Long-Term Insurance space in the Gauteng region. - Develops a specific geographic region that will assist management in identifying areas in the market where business
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Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South South Africa with a comprehensive range of financial service solutions to facilitate their long term is looking for experienced life and investment financial advisors to be based in Gauteng.
Company
of office space and full infrastructure for financial advisors
highly experienced Distribution Sales Manager: TIED FINANCIAL ADVISORY SERVICES with vast product experience optimizing resources and assets being managed to deliver on the Tied Financial Advisory Services strategy to and propose annual business plans for the Tied Financial Advisory Services ensuring alignment with strategy lines and Commercial Lines channels. Recommend financial and headcount budgets; propose business targets and External) Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns